LPL Financial
44yrs
Top advisor by experience in Bellaire
32yrs
Michael Levy has worked in the financial industry for 32 years and is a financial advisor based in Bellaire, Texas. After two years at Westpark Wealth Advisors and five years at IMS Securities, Michael joined Kestra Advisory Services in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
At a glance
Experience32 years (since 1995)
How that compares ?Top 11% by experience in Texas
Office6750 West Loop South, Suite 790, Bellaire, TX 77401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowKestra Advisory Services, LLCCurrent firm
- May 2004 – Apr 2006Westpark Wealth Advisors, Inc.Previously
- 1999 – 2004IMS Securities, Inc.Previously
Contact Michael
(844) 553-7872Firm headquarters in Austin, TX. Ask for Michael. 6750 West Loop South, Suite 790Bellaire, TX 77401Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Kestra Advisory Services at (844) 553-7872 and ask for Michael Levy. Michael works from the Bellaire, TX office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1995, about 32 years. Top 11% by experience in Texas.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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